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Burlington

427 hedge funds and large institutions have $14.4B invested in Burlington in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 55

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

78% more capital invested

Capital invested by funds: $8.11B → $14.4B (+$6.32B)

16% more funds holding

Funds holding: 368427 (+59)

14% more call options, than puts

Call options by funds: $385M | Put options by funds: $337M

0.96% less ownership

Funds ownership: 110.56%109.6% (-0.96%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

Holders
427
Holders Change
+59
Holders Change %
+16.03%
% of All Funds
6.86%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
120
Increased
122
Reduced
144
Closed
55
Calls
$385M
Puts
$337M
Net Calls
+$47.7M
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
301
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$264K
DC
302
Davenport & Co
Virginia
$262K +$206K +1,290 New
Creative Planning
303
Creative Planning
Kansas
$259K +$204K +1,277 New
MAM
304
Marquette Asset Management
Minnesota
$258K -$74.6K -467 -27%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$254K -$57.3K -359 -22%
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$246K +$194K +1,212 New
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$244K +$192K +1,202 New
AT
308
American Trust
Kentucky
$238K +$187K +1,172 New
Vontobel Holding
309
Vontobel Holding
Switzerland
$237K -$229K -1,433 -55%
SI
310
Stephens Inc
Arkansas
$234K +$36.1K +226 +24%
RJFSA
311
Raymond James Financial Services Advisors
Florida
$233K +$184K +1,151 New
FGP
312
Foyston, Gordon, & Payne
Ontario, Canada
$230K +$181K +1,132 New
EI
313
Ethic Inc
New York
$226K +$178K +1,115 New
Verition Fund Management
314
Verition Fund Management
Connecticut
$221K -$3.62M -22,641 -95%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$218K +$172K +1,076 New
CAN
316
Cetera Advisor Networks
California
$216K +$170K +1,066 New
ST
317
Somerset Trust
Pennsylvania
$213K +$168K +1,052 New
CCA
318
Cadent Capital Advisors
Oklahoma
$210K +$166K +1,037 New
BCV
319
Banque Cantonale Vaudoise
Switzerland
$203K
Chevy Chase Trust
320
Chevy Chase Trust
Maryland
$203K +$160K +1,000 New
AIG
321
American International Group
New York
$200K -$3.51K -22 -2%
CSS
322
Cubist Systematic Strategies
Connecticut
$183K -$21.6M -135,323 -99%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$178K +$8.78K +55 +7%
WI
324
Wahed Invest
New York
$174K +$18.8K +118 +16%
CLOS
325
Compagnie Lombard Odier SCmA
Switzerland
$162K +$128K +800 New